How big is David & Associates' plan?

David & Associates' plan reported $2.1M in assets and 75 participants for 2023.

Original filing (PDF)20241014155144NAL0045187584001

David & Associates

Name: David & Associates — David & Associates Profit, Form 5500 (2023)
Creator: David & Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

David & Associates Profit Sharing Plan

401(k) retirement plan · David & Associates' David & Associates Profit Sharing Plan held $2.1M in plan assets for 75 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

Plan identifiers

David & Associates' EIN is 59-2560185.

EIN 59-2560185

Plan number 001

Plan year 2023

ACK ID 20241014155144NAL0045187584001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for David & Associates from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

David & Associates' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DAVID & ASSOCIATES.

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score